Required fields on Customer module
The minimum by default fields required to add a customer are:
1.
Form of contact
2.
First Name
3.
Last Name
4.
At least one phone number
5.
Email
TIP:Â If you do not have your client's phone or email, you can enter your business's
email or phone number.
You can set other fields as required from:Â Setup > Required Fields
IMPORTANT!! If you customize other required fields, you MUST complete all fields when adding a client. If you are adding a client and you notice that the information is not being saved or if it is asking you for other fields it means you have customized the "Required Fields" section.Â